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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 56 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 KD PUT KYNDRYL HLDGS INC Technology 67,300.0 $883K 0.00% -11K -13.7% $13.12 -8.0%
1102 BROS CALL DUTCH BROS INC Consumer Cyclical 17,400.0 $881K 0.00% -25K -58.7% $50.66 +5.5%
1103 EIX CALL EDISON INTL Utilities 12,000.0 $878K 0.00% -62K -83.7% $73.18 -3.9%
1104 CALL VIKING HOLDINGS LTD 11,900.0 $874K 0.00% -11K -48.9% $73.48
1105 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,639.0 $873K 0.00% -3K -55.8% $330.87 -9.2%
1106 GWW PUT WW GRAINGER INC Industrials 800.0 $873K 0.00% -200.0 -20.0% $1090.81 +13.6%
1107 ASO CALL ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 15,400.0 $869K 0.00% -6K -29.4% $56.45 -9.6%
1108 DHI PUT D R HORTON INC Consumer Cyclical 6,300.0 $864K 0.00% -24K -79.2% $137.22 +5.0%
1109 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 32,700.0 $864K 0.00% -78K -70.6% $26.43 +5.6%
1110 NTNX CALL NUTANIX INC Technology 22,600.0 $859K 0.00% -87K -79.3% $38.01 +17.6%
1111 BWXT PUT BWX TECHNOLOGIES INC Industrials 4,200.0 $859K 0.00% -16K -79.5% $204.49 -1.0%
1112 FIVN PUT FIVE9 INC Technology 56,200.0 $853K 0.00% -48K -46.3% $15.17 +44.0%
1113 LNG CALL CHENIERE ENERGY INC Energy 3,000.0 $851K 0.00% -15K -83.7% $283.76 -15.3%
1114 RRC PUT RANGE RES CORP Energy 18,800.0 $849K 0.00% -5K -20.7% $45.18 -6.9%
1115 CALL ASCENDIS PHARMA A/S 3,700.0 $846K 0.00% -900.0 -19.6% $228.73
1116 IDCC PUT INTERDIGITAL INC Technology 2,800.0 $846K 0.00% -2K -37.8% $302.00 -11.6%
1117 CNC PUT CENTENE CORP DEL Healthcare 25,800.0 $845K 0.00% -144K -84.8% $32.74 +76.5%
1118 DAL DELTA AIR LINES INC Industrials 12,667.0 $842K 0.00% -46K -78.2% $66.48 +13.8%
1119 GNRC CALL GENERAC HLDGS INC Industrials 4,300.0 $840K 0.00% -8K -64.5% $195.33 +26.9%
1120 GPCR CALL STRUCTURE THERAPEUTICS INC Healthcare 17,400.0 $839K 0.00% -1K -6.5% $48.20 -19.5%
Page 56 of 112  ·  2,237 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%